FP&A Analyst

Cleo - Dover, DE

Full-time - Entry Level

Remote - Dover, DE

1,001-5,000 employees

Paper Manufacturing

About the position

As an FP&A Analyst at Cleo, you will play a crucial role in supporting the financial planning and analysis functions of the company. Cleo is a cloud integration technology company that focuses on delivering solutions to help businesses realize their potential through effective integration of enterprise applications. With over 4,000 customers, Cleo has established itself as a leader in ecosystem integration software, experiencing significant growth in recent years. Your primary responsibilities will include preparing weekly reports that focus on key financial metrics such as bookings and pipelines, assisting in the annual budgeting process, and supporting department leaders in their financial planning efforts. You will also be involved in monthly financial reporting and preparing presentations for quarterly board meetings. This position requires a proactive approach to ongoing and ad hoc reporting, analyses, and modeling to provide timely decision support that aligns with the company's goals.

Responsibilities

• Prepare weekly reports focusing on bookings, pipelines, and other financial metrics.
• Assist in annual budgeting and monthly forecast processes for revenue and expenses using Workday Adaptive Planning.
• Serve as finance business partner supporting department leaders in budgeting, forecasting, revenue/cost/expense initiatives, and related analyses.
• Assist with monthly financial reporting and quarterly board presentations.
• Perform ongoing and ad hoc reporting, analyses, and modeling to provide timely decision support for achieving company goals.

Requirements

• 2-3 years of relevant FP&A experience required.
• Intermediate skills in Microsoft Excel-based data collection, cleansing, and modeling required.
• Ability to learn quickly, break down complex concepts, and solve problems with a growth-oriented mindset.
• Track record of integrity, self-motivation, and cross-functional collaboration required.
• Good communication and presentation skills are required.

Nice-to-haves

• Working experience in Workday Adaptive Planning, Salesforce, NetSuite, and Power BI are preferred.
• MBA preferred; other advanced degrees, including CPA, CFA, and MS, are a plus.

Benefits

• Competitive base salary + bonus
• Great Healthcare + Dental + Vision
• Flexible PTO
• Culture of support, encouraging Life-Work balance
• 401k match
• FSA and HSA options
• Employee Assistance Program
• Paid Parental Leave
• Accelerated title and salary growth potential
• A fun and energetic work environment that makes you excited to go to work every day